14,604 Shares in International Business Machines Corporation $IBM Acquired by Ausdal Financial Partners Inc.

Key Points

• Ausdal Financial Partners acquired 14,604 IBM shares during the second quarter, valued at approximately $4.1 million. Institutional investors collectively own 58.96% of IBM’s outstanding stock.
• IBM reported quarterly EPS of $2.93, in line with analyst estimates, while revenue rose 1.1% year over year to $17.16 billion but fell short of expectations. The company declared a quarterly dividend of $1.69 per share, implying a 2.8% annual yield.
• Analysts maintain a “Moderate Buy” consensus with an average price target of $265.90, though IBM senior vice president Robert Thomas recently sold 25,000 shares worth about $5.8 million.

Ausdal Financial Partners Inc. bought a new stake in International Business Machines Corporation (NYSE:IBM - Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 14,604 shares of the technology company's stock, valued at approximately $4,107,000.

Several other hedge funds also recently bought and sold shares of the stock. Brighton Jones LLC lifted its stake in shares of International Business Machines by 12.4% during the fourth quarter. Brighton Jones LLC now owns 21,011 shares of the technology company's stock valued at $4,619,000 after buying an additional 2,323 shares during the period. Sivia Capital Partners LLC boosted its holdings in shares of International Business Machines by 10.6% during the second quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company's stock worth $571,000 after purchasing an additional 186 shares during the last quarter. Jump Financial LLC acquired a new stake in shares of International Business Machines during the second quarter worth $211,000. Ieq Capital LLC grew its position in shares of International Business Machines by 2.2% in the second quarter. Ieq Capital LLC now owns 38,617 shares of the technology company's stock valued at $11,383,000 after purchasing an additional 843 shares during the period. Finally, Vivaldi Capital Management LP increased its stake in International Business Machines by 11.6% in the second quarter. Vivaldi Capital Management LP now owns 1,017 shares of the technology company's stock valued at $300,000 after purchasing an additional 106 shares during the last quarter. Hedge funds and other institutional investors own 58.96% of the company's stock.

Key Stories Impacting International Business Machines

Here are the key news stories impacting International Business Machines this week:

• Positive Sentiment: Quantum-computing milestone: IBM, Cleveland Clinic and RIKEN advanced to the finals of the 2026 ACM Gordon Bell Prize after using quantum-centric supercomputing to model a 12,635-atom protein. The recognition supports IBM’s long-term positioning in quantum computing and life-sciences applications. Cleveland Clinic, RIKEN and IBM Team Advance to Finals for 2026 ACM Gordon Bell Prize
• Positive Sentiment: AI and open-source collaboration: LTM is working with IBM and Red Hat on Lightwell, an initiative focused on AI-driven remediation of open-source software. The partnership reinforces IBM’s hybrid-cloud, Red Hat and enterprise-AI ecosystem. LTM Collaborates with IBM and Red Hat on Lightwell
• Positive Sentiment: Institutional demand and contracts: Quiver reported that 1,936 institutional investors increased IBM positions in the latest quarter, versus 1,592 that reduced holdings. JPMorgan, Sixth Street Partners and Wellington made sizable additions. The data also showed approximately $1.1 billion in government award payments over the past year, providing support for IBM’s public-sector business. IBM Stock Data and Institutional Activity
• Neutral Sentiment: Analyst comparison: Zacks said Arista Networks currently has an edge over IBM because of stronger performance, rising estimates and AI-cloud growth, although IBM offers exposure to cloud and AI at a potentially more moderate valuation. Arista vs. IBM
• Negative Sentiment: Insider selling: IBM Senior Vice President Robert David Thomas sold 25,000 shares for an estimated $5.8 million. Quiver also reported that congressional IBM trading included more sales than purchases, though the signal is not directly tied to operating performance. IBM Insider and Congressional Trading Data

International Business Machines Stock Performance

NYSE IBM opened at $240.12 on Thursday. The firm has a market capitalization of $226.22 billion, a P/E ratio of 21.31, a P/E/G ratio of 2.21 and a beta of 0.71. International Business Machines Corporation has a 1-year low of $199.19 and a 1-year high of $332.46. The company has a debt-to-equity ratio of 1.63, a current ratio of 0.79 and a quick ratio of 0.74. The business's 50-day simple moving average is $238.89 and its 200-day simple moving average is $246.54.

International Business Machines (NYSE:IBM - Get Free Report) last issued its earnings results on Wednesday, July 22nd. The technology company reported $2.93 earnings per share (EPS) for the quarter, hitting analysts' consensus estimates of $2.93. International Business Machines had a return on equity of 35.65% and a net margin of 15.52%.The business had revenue of $17.16 billion during the quarter, compared to analysts' expectations of $17.46 billion. During the same quarter in the previous year, the business earned $2.80 EPS. The company's revenue for the quarter was up 1.1% on a year-over-year basis. Equities analysts predict that International Business Machines Corporation will post 12.33 EPS for the current year.

International Business Machines Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Monday, August 10th will be paid a dividend of $1.69 per share. This represents a $6.76 annualized dividend and a yield of 2.8%. The ex-dividend date is Monday, August 10th. International Business Machines's payout ratio is currently 59.98%.

Insider Activity

In other news, SVP Robert Thomas sold 25,000 shares of the stock in a transaction on Wednesday, August 26th. The shares were sold at an average price of $230.32, for a total value of $5,758,000.00. Following the completion of the sale, the senior vice president owned 47,800 shares of the company's stock, valued at $11,009,296. This represents a 34.34% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.27% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on the company. Wedbush set a $350.00 target price on International Business Machines in a research report on Tuesday, June 2nd. Weiss Ratings cut International Business Machines from a "buy (b-)" rating to a "hold (c+)" rating in a report on Wednesday, June 24th. Craig Hallum initiated coverage on shares of International Business Machines in a report on Wednesday, August 19th. They set a "buy" rating on the stock. Barclays decreased their target price on shares of International Business Machines from $288.00 to $262.00 and set an "overweight" rating on the stock in a research report on Thursday, July 23rd. Finally, Susquehanna upped their price target on shares of International Business Machines from $225.00 to $235.00 and gave the stock a "neutral" rating in a research report on Monday, August 31st. Sixteen equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $265.90.

International Business Machines Profile

International Business Machines Corporation (IBM) is a global technology and consulting company that provides enterprise-focused hardware, software and services. Its offerings include hybrid cloud solutions, artificial intelligence, data and automation software, cybersecurity tools, IT infrastructure and technology consulting.

IBM develops and supports enterprise systems such as IBM Z mainframes, Power servers and storage products. Its software portfolio includes Red Hat hybrid cloud technologies, the watsonx platform for artificial intelligence and data management, application integration tools and cybersecurity solutions.

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